Overview
Assets Under Management: $127 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
ADARE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152471), ADARE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ADARE ASSET MANAGEMENT, LLC is headquartered in LANCASTER, PA.
ADARE ASSET MANAGEMENT, LLC serves 61 high-net-worth clients according to their SEC filing dated January 31, 2024. View client details ↓
According to their SEC Form ADV, ADARE ASSET MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ADARE ASSET MANAGEMENT, LLC manages $127 million in client assets according to their SEC filing dated January 31, 2024.
According to their SEC Form ADV, ADARE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 216
Discretionary Accounts: 207
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 152471
Last Filing Date: 2024-01-31 00:00:00
Website: https://adareasset.com